BCG & Temasek：2026 AI 赋能气候与可持续发展领域的私募资本机遇研究报告（英文版）（27页）.pdf

1、The Private Capital Opportunity in AI-Enabled Climate and Sustainability SectorsMay 2026 By Daniel Oehling,Greg Fischer,Andrey Berdichevskiy,Tariq Nanji,Vinay Shandal,Benjamin Sheridan,Reshma Jayaprabha,Franziska Zimmermann,Alvin Low,Jasmine Teo,Kelly Chen,and Gladys TanContents03 TheMutuallyReinfor

2、cingBenefitsofAI07 AIIsCreatingValueAcrossaBroaderLandscapeThanMostClimateInvestorsRecognizeDeepDive1:ClimateRiskModeling(includingInsurance)DeepDive2:IndustrialEquipmentandSystemsEfficiencyDeepDive3:Grid,Storage,andSystemFlexibilityManagementDeepDive4:InclusiveEducationDeepDive5:MaterialsDiscovery2

3、3 WhatCouldSlowAdoption24 LookingAhead25 AbouttheAuthorsBOSTON CONSULTING GROUP +TEMASEKTHE PRIVATE CAPITAL OPPORTUNITY IN AI-ENABLED CLIMATE AND SUSTAINABILITY SECTORS 3Sustainabilityis,atitscore,aboutresourceefficiency:achievingthesameorbetteroutcomeswithlessenergy,fewermaterials,lesswaste,andwher

4、enaturalsystemshavebeendegradedrestoringthemtoproductivecapacity.AIsfundamentalcapabilityisoptimizinghowresourcesareused.Wherethesetwodomainsmeet,financialreturnsandsustainabilityoutcomesarepositivelycorrelated.Notbycoincidence.Bydesign.WeestimatethatdeployingcurrentAIcapabilitiesacrossclimateandsus

5、tainabilitysectorscouldgenerateapproximately$600billiongloballyinannualvalue.Thatfigureisconservative;thebroaderAIopportunityineachofthesesectorsissubstantiallylarger.Industrialsystems,theknowledgeeconomy,andhealthcareareallundergoingAI-driventransformationthatextendswellbeyondclimateandsustainabili

6、tyapplications.ThisreportfocusesspecificallyontheintersectionwhereAI-drivenefficiencygainsproducebothfinancialreturnsandmeasurableenvironmentalorsocialoutcomes.Thatiswhywediscussindustrialresourceefficiencybutnotbroadermanufacturingautomation;insuranceriskpricingbutnotgeneralfintech;andclimate-linke